Civic Intelligence

Milstein Foundation

990PF • Fiscal year 2020 • EIN 36-3478680

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 23, 2021

6119 North DrakeChicago, IL 60659

(312) 557-5707

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

8th percentile

-132%

Higher net margin than 8% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-8.9%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

88th percentile

51%

Faster revenue growth than 88% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$138,590

Down $13,610 (-8.9%) from 2019

Net Assets

Down

$138,590

Down $13,610 (-8.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$12,173

Up $4,109 (+51%) from 2019

Expenses

Down

$28,206

Down $36,883 (-57%) from 2019

Net Income

Up

-$16,033

Up $40,992 (+72%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400K$300K$200K$100K$0Assets 2011: $6,680Liabilities 2011: $0Net Assets 2011: $6,6802011Assets 2012: $43,758Liabilities 2012: $0Net Assets 2012: $43,7582012Assets 2013: $68,743Liabilities 2013: $0Net Assets 2013: $68,7432013Assets 2014: $184,474Liabilities 2014: $0Net Assets 2014: $184,4742014Assets 2015: $326,659Liabilities 2015: $0Net Assets 2015: $326,6592015Assets 2016: $303,954Liabilities 2016: $0Net Assets 2016: $303,9542016Assets 2017: $286,333Liabilities 2017: $0Net Assets 2017: $286,3332017Assets 2018: $182,550Liabilities 2018: $0Net Assets 2018: $182,5502018Assets 2019: $152,200Liabilities 2019: $0Net Assets 2019: $152,2002019Assets 2020: $138,590Liabilities 2020: $0Net Assets 2020: $138,5902020Assets 2021: $154,654Liabilities 2021: $0Net Assets 2021: $154,6542021Assets 2022: $108,733Liabilities 2022: $0Net Assets 2022: $108,7332022Assets 2023: $126,160Liabilities 2023: $0Net Assets 2023: $126,1602023Assets 2024: $136,860Liabilities 2024: $0Net Assets 2024: $136,8602024

Highlighted filing

2020

Assets$138,590
Liabilities$0
Net Assets$138,590

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$400K$200K$0-$200KExpenses 2011: $113,3862011Expenses 2012: $141,7882012Revenue 2013: $266,030Expenses 2013: $241,045Net Income 2013: $24,9852013Revenue 2014: $314,918Expenses 2014: $199,187Net Income 2014: $115,7312014Revenue 2015: $309,734Expenses 2015: $198,437Net Income 2015: $111,2972015Revenue 2016: $235,733Expenses 2016: $223,033Net Income 2016: $12,7002016Revenue 2017: $260,335Expenses 2017: $253,857Net Income 2017: $6,4782017Revenue 2018: $8,211Expenses 2018: $168,552Net Income 2018: -$160,3412018Revenue 2019: $8,064Expenses 2019: $65,089Net Income 2019: -$57,0252019Revenue 2020: $12,173Expenses 2020: $28,206Net Income 2020: -$16,0332020Revenue 2021: $64,172Expenses 2021: $36,723Net Income 2021: $27,4492021Revenue 2022: $11,760Expenses 2022: $52,027Net Income 2022: -$40,2672022Revenue 2023: $73,458Expenses 2023: $99,387Net Income 2023: -$25,9292023Revenue 2024: $73,227Expenses 2024: $76,160Net Income 2024: -$2,9332024

Highlighted filing

2020

Revenue$12,173
Expenses$28,206
Net Income-$16,033
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 23, 2021
Return Version
2020v4.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ALBERT MILSTEINPresident-$0--
JUDITH MILSTEINTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Milstein Foundation
EIN
36-3478680
Phone
3125575707
Address
6119 NORTH DRAKE, CHICAGO, IL 60659

Signing Officer

Name
Albert Milstein
Title
President/treasurer
Phone
8476753585
Signed
2021-04-23
Discuss with paid preparer
Yes

Preparer

Firm
Kbkb Ltd
Address
6201 W HOWARD STREET 201, NILES, IL 60714
Preparer
Sanford Bokor CPA
Phone
8476753585
Raw XML Appendix361 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ALBERT MILSTEIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0AMIT WOMEN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1HEBREW THEOLOGICAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2KEHILAH JACOB BETH SAMUEL CONGREGATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3KEREN YEHOSHUA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4OTHER MISC ORGANIZED CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5SAR ACADEMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6SOLOMON SCHECTER DAY SCHOOL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7YESHIVA UNIV
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt03856 WEST OAKTON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt17135 CARPENTER RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23701 W DEVON AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt33210 WEST DUNDEE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt46119 NORTH DRAKE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5655 W 254TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt63210 WEST DUNDEE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7500 W 185TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0SKOKIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1SKOKIE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NORTHBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4CHICAGO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5RIVERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6NORTHBROOK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd060077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160077
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd260659
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd360062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd460659
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd510471
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd660062
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd710033
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028181
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt06538
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt06538
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt056791
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0159280
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0238891
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0206729
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0180499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0180499
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0683334
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt021643
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt056791
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0159280
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0238891
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0206729
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt028181
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt021643
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0863833
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0842190
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt02423
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ASSET APPRECIATION
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt00
TaxesSchedule/TaxesDetail/Amt025
TaxesSchedule/TaxesDetail/CategoryTxt0ILLINOIS FILING FEES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ALBERT MILSTEIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT/TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08476753585
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-23
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILSTEIN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MILS
ReturnHeader/Filer/EIN0363478680
ReturnHeader/Filer/PhoneNum03125575707
ReturnHeader/Filer/USAddress/AddressLine1Txt06119 NORTH DRAKE
ReturnHeader/Filer/USAddress/CityNm0CHICAGO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060659
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363553179
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KBKB LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06201 W HOWARD STREET 201
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NILES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060714
ReturnHeader/PreparerPersonGrp/PhoneNum08476753585
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SANFORD BOKOR CPA
ReturnHeader/ReturnTs02021-05-03T14:52:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ALBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILSTEIN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.73$0.76$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.73$0.99$0.26
2022Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.12$0.52$0.40
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.64$0.37$0.27
2020Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.39$0.12$0.28$0.16
2019Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.08$0.65$0.57
2018Detailed filing. Detailed filing data is available for this year.$1.83$0.00$1.83$0.08$1.69$1.60
2017Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$2.60$2.54$0.06
2016Detailed filing. Detailed filing data is available for this year.$3.04$0.00$3.04$2.36$2.23$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$3.10$1.98$1.11
2014Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$3.15$1.99$1.16
2013Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$2.66$2.41$0.25
2012Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$1.42
2011Detailed filing. Detailed filing data is available for this year.$0.07$0.00$0.07$1.13